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Versai Free Class 4: Finance and Attendance Reports (4/17/2025)

On March 18, 2025   /   Bulletins, Versai Reports Tab  

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Interpret the Revenue report

On February 12, 2025   /   Versai Reports Tab  

Starting in Versai v5.0.0.x, the new Revenue report (a/k/a Revenue by Payment or General Ledger Account) replaces the old Revenue by General Ledger report, Payment Listing for Admissions report, and Payment Listing for Gift Shop report. It is currently as labeled as BETA, so the data should […]

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Implement revised totals on Invoice templates – v5.0.0+

On February 4, 2025   /   Versai Reports Tab  

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Versai Free Class 6: Gift Shop Counts & Reports (6/20/2024)

On May 21, 2024   /   Bulletins, Versai Gift Shop Tab, Versai Inventory Tab, Versai Reports Tab  

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Versai Free Class 4: Finance & Attendance Reports (4/25/2024)

On April 3, 2024   /   Bulletins, Versai Admissions Setup Tab, Versai Admissions Tab, Versai Reports Tab  

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Differentiate between available name fields on reports, exports, letters

On November 29, 2023   /   Versai Development/Membership Tab, Versai Patron Tab, Versai Reports Tab  

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Free Class 7: Overview of Finance Reports & Gift Shop Inventory Reports (7/13/2023)

On June 14, 2023   /   Bulletins, Credit Cards, Gift Cards, Payment Methods, Versai Gift Shop Tab, Versai Inventory Tab, Versai Reports Tab  

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Free Class 4: Overview of Admissions Report (4/20/2023)

On March 15, 2023   /   Bulletins, Versai Admissions Tab, Versai Reports Tab  

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Set Up General Ledger Accounts

On August 12, 2022   /   Versai Reports Tab  

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Query names of all Campaigns and Promotions

On August 11, 2022   /   Versai Queries Tab, Versai Reports Tab  

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Gift Listing report: definitions and uses of Gift Types, especially the 4 for Pledges

On August 11, 2022   /   Versai Development/Membership Tab, Versai Reports Tab  

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Run cumulative giving letters, such as end-of-year donation summaries (i.e. tax deductible letters)

On August 11, 2022   /   Versai Development/Membership Tab, Versai Queries Tab, Versai Reports Tab  

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Query members on a certain date

On August 10, 2022   /   Versai Development/Membership Tab, Versai Queries Tab, Versai Reports Tab  

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Query Inventory with duplicate names

On August 5, 2022   /   Versai Inventory Tab, Versai Queries Tab, Versai Reports Tab  

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Write off (account for) damages/losses and in-house/inter-departmental requisitions of inventory

On August 5, 2022   /   Versai Gift Shop Tab, Versai Inventory Tab, Versai Reports Tab  

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Tax report: how it works and why

On August 5, 2022   /   Versai Reports Tab  

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Tax report: sometimes off by a few pennies

On August 5, 2022   /   Versai Reports Tab  

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Perform physical inventory counts

On August 4, 2022   /   Versai Inventory Tab, Versai Reports Tab  

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Item Value & Quantity report: inventory list as of month-end and year-end

On August 4, 2022   /   Versai Reports Tab  

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Troubleshoot report discrepancies

On August 4, 2022   /   Versai Reports Tab  

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